Edelweiss Aggressive Hybrid A Growth

All Cap

Diversified

Hybrid

India Multi Asset

Others

Aggressive growth Investor Profile

Investor Profile

4–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Edelweiss Aggressive Hybrid A Growth mixes stocks and bonds for balanced growth and stability.

What This Strategy Does

Edelweiss Aggressive Hybrid A Growth is an equity flexi-cap fund which captures India's ₹200 trillion consumption and financialization opportunity through a multi-cap, sector-diversified approach, deploying capital across financials, industrials, and consumer sectors to achieve broad-based earnings growth.

CW Expert Research Notes

Consistent Outperformance

The fund has demonstrated an ability to outperform its benchmark and peers across multiple time periods, delivering resilient outcomes through market cycles.

Differentiated Positioning

The fund's quantitative process results in distinct sector and market-cap tilts versus peers, with conviction expressed through overweights in healthcare and consumer cyclical stocks.

Earnings Revisions Catalyst

The fund is positioned to benefit from potential upward earnings revisions across its holdings, particularly in the technology and industrial sectors where structural growth trends remain intact.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

-0.8% AnnuallyAlpha

+12.1% vs +9.9% benchmarkSince Inception

+11.8% vs +6.3% benchmark3Y Annualized

+11.8% vs +6.5% benchmark5Y Annualized

Edelweiss Aggressive Hybrid A Growth

Benchmark Index

Benchmark Performance Comparison

Edelweiss Aggressive Hybrid Fund

NIFTY 50 + FD Returns

Risk Profile

Standard Deviation10.8%

Maximum Drawdown-11.8% | Oct 2024

Sharpe Ratio-0.61

Beta1.01

Upside Capture116%

Detailed Risks

Market Risk

Potential recession driven by slowing global growth could trigger equity sell-off, impacting fund's equity-heavy allocation, mitigated by diversification across sectors.

Liquidity Risk

High mid-cap exposure could face liquidity stress during volatility spikes, impacting rebalancing, mitigated by large-cap buffer and cash management.

Concentration Risk

Concentrated exposure to Indian equities, with risks from corporate governance lapses or regulatory tightening, mitigated by sector diversification and position sizing.

Specific Strategy Risk

Aggressive allocation strategy vulnerable to underperformance if equity bull market stalls, mitigated by dynamic asset allocation and risk monitoring processes.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Delivers dynamic asset allocation across equities and fixed income to capture upside while managing volatility. By actively adjusting market exposures, this approach aims to participate in bull markets while providing downside protection during corrections. The impact is a smoother return profile that compounds steadily over time while limiting severe drawdowns. Suitable for investors seeking to grow wealth with lower risk than pure equity investing.

Broader Market View

Market Outlook

With equity markets appearing to normalize after the recent correction, the present environment offers an attractive entry point as consumption and earnings recover. Macro tailwinds such as capex revival and credit growth bode well for sectors like consumer, financials and industrials, though risks like margin pressures persist.

Why This Strategy is Attractive Now

This strategy appears well-positioned with exposure across consumer cyclicals/defensives, financials and technology. The portfolio's ~70 holdings include market leaders poised to capitalize on formalization and domestic demand. A moderate beta, diversification and flexibility could allow for risk-adjusted participation in the ongoing recovery phase.

Investment Style & Process

Investment Style

The portfolio exhibits characteristics of a Quality Growth strategy, emphasizing companies with durable competitive advantages, consistent earnings growth, and reasonable valuations.

Why it Makes Sense

In the current environment of moderating economic growth and elevated uncertainty, a Quality Growth approach can provide exposure to companies with resilient business models and pricing power.

High-Level Investment Process

Sourcing: The strategy appears to seek companies with strong franchises, sustainable growth drivers, and capable management teams. Selection: The process suggests a preference for businesses with attractive returns, healthy balance sheets, and reasonable valuations relative to growth prospects. Construction: Portfolio construction is consistent with a focus on diversification across sectors and market capitalizations while limiting outsized single-stock risk.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods18.03%

Technology2.74%

Financial Services32.2%

Services18.29%

Energy & Infra7.49%

Utilities3.3%

Consumers17.95%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Clearing Corporation Of India Ltd.Utilities10.54%

ICICI Bank LtdFinancial Services4.50%

National Bank For Agriculture And Rural DevelopmentUtilities4.22%

State Bank of IndiaFinancial Services3.74%

HDFC Bank LtdFinancial Services3.69%

Bharti Airtel LtdServices3.63%

Edelweiss Liquid Dir GrUtilities3.03%

Reliance Industries LtdEnergy & Infra2.78%

NTPC LtdUtilities2.37%

Aditya Birla Capital LimitedUtilities2.27%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Kedar Karnik

Mr. Kedar Karnik has experience of 21 years. Manages 112 funds at KFin Technologies Ltd with an AUM of approximately ₹17,930 Cr Holds a B.E. degree.

58 years

Combined Team Experience

₹ 82,960 Cr

Assets Under Management

Bharat Lahoti

Co-Portfolio Manager

Mr. Bharat Lahoti has experience of 19 years. Manages 155 funds at KFin Technologies Ltd with an AUM of approximately ₹28,490 Cr Holds a MMS degree.

Rahul Dedhia

Co-Portfolio Manager

Mr. Rahul Dedhia has experience of 17 years. Manages 130 funds at KFin Technologies Ltd with an AUM of approximately ₹36,540 Cr Holds a M.B.A. degree.

CW Expert Take

Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.

Investment Philosophy & Approach

Disciplined Approach

Edelweiss follows a disciplined investment approach focused on rigorous research.

Risk Management

Risk management is embedded in the investment process through diversification.

Long-Term Mindset

The fund house maintains a long-term investment horizon and mindset.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.86%

Exit Load1

Regulatory & Tax Information

INF754K01202

ISIN

DailyDealing Frequency

CRISIL Hybrid 35+65 - Agg TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)